Important Disclosure

 

BBR Partners, LLC (“BBR”) is an SEC registered investment adviser with offices in New York, San Francisco and Chicago. A copy of BBR's current Brochure discussing the scope of its services and fees is available upon request. BBR and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which BBR maintains clients. BBR may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BBR's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of BBR's web site on the Internet should not be construed by any consumer and/or prospective client as BBR's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by BBR with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of BBR, please contact the SEC or the state securities law administrators for those states in which BBR maintains a notice filing.  A copy of BBR's current written disclosure statement discussing BBR's business operations, services, and fees is available from BBR upon written request.  BBR does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BBR's web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by BBR) or product made reference to directly or indirectly by BBR in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Any user names, passwords and/or other unique identifiers ("User Codes") provided to you in connection with your use of or access to this site are for your personal use only.  You are responsible for the security and confidentiality of your User Codes, and agree not to disclose them to any third party, including any other employee in your organization (if applicable).  You are responsible for all information provided and any acts or omissions that occur while your User Codes are being used.  We are not responsible for any breach of security caused by your failure to maintain the confidentiality and security of your User Codes.  You agree to notify us immediately in the event of loss, theft or disclosure of any or all of your User Codes, or if you believe the confidentiality or security of any or all of your User Codes has been compromised in any way, or in the event of your learning about a possible or actual unauthorized access to and/or use of this site.  We reserve the right to revoke or modify your User Codes at any time without prior notice.

Rankings by third party rating services, such as Bloomberg and Worth Magazine, should not be construed by any client or prospective client that he/she/it will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of BBR by any of its clients. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by BBR), will be profitable or equal any historical performance level(s).

Certain portions of BBR's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, BBR's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from BBR, or from any other investment professional. BBR is neither an attorney nor accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. 

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to BBR's web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from BBR, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to BBR's web site, to release and hold harmless BBR, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from BBR.

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